Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
2,563
-596
-19% -$73.1K 0.03% 78
2025
Q1
$288K Buy
+3,159
New +$288K 0.03% 498
2024
Q4
Sell
-28,396
Closed -$3.37M 182
2024
Q3
$3.37M Buy
28,396
+9,804
+53% +$1.16M 0.19% 48
2024
Q2
$2.56M Buy
+18,592
New +$2.56M 0.05% 288